- AlphaSights (New York, NY)
- …make things happen. A day in the life of an Associate As an Associate in the Client Service team, you'll be the link between our clients and the expert ... clear career path ahead of you? If so, our Associate Program is the right choice for you. About...thrive in a fast-paced, results-oriented environment. You possess a client -first mindset. You excel under pressure and enjoy working… more
- NFP (Minneapolis, MN)
- …and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary : The Client Service Associate plays a vital role in supporting the ... team by executing tasks and initiatives that facilitate efficient policy and client service operations. This position requires strong coordination and… more
- Alphabe Insight Inc (Orlando, FL)
- …the future of brand development. Job Description Job Description We are currently seeking a Client Service Associate to join our team in Orlando, FL. In ... and transactions Support account management and project coordination activities Track client satisfaction and provide feedback to enhance service delivery… more
- Hylant (Toledo, OH)
- …hybrid from our Toledo, Cleveland, Cincinnati or Columbus office. Are You A Match? The Client Service Associate is driven by prompt, accurate and thoughtful ... member engagement, health strategies, and data analysis). Provide high volume tactical client service support to client service teams as requested.… more
- SPS-North America (Herndon, VA)
- Job Title: Mailroom Associate Reports To: The Client Service Associate / Mailroom Associate will report to the Client Services Supervisor, ... Client Services Manager, or equivalent leadership. Job Overview: The Client Service Associate /Mailroom Associate provides exceptional mail and… more
- Mariner (Madison, NJ)
- Job Description The client service associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client ... and care. As one of the first associates clients connect with, the client service associate is instrumental in making sure clients have a positive… more
- Coldstream Wealth Management (Mercer Island, WA)
- …a fantastic opportunity to join one of our largest wealth management teams! As a Client Service Associate , you will learn the Registered Investment Advisor ... has: Customer service experience and the desire to provide superior client service in a team-oriented environment Interest in building a career in the wealth… more
- Schulman Insurance (Garden City, NY)
- …providing expert benefit services to various-sized businesses. We are seeking a dedicated client service associate . If you are dependable, detail-oriented, ... needed What You Bring Ability to respond to a high volume of client service requests promptly, professionally, and with a caring demeanor Excellent writing and… more
- Hylant (Cincinnati, OH)
- Description The Opportunity: The Client Service Associate is responsible for supporting the commercial service team by providing excellent service ... to obtain Property & Casualty licensure. Provide general administrative support to client service teams as requested. Prepare client documentation such as… more
- Citigroup, Inc. (Staten Island, NY)
- The Licensed Client Service Associate is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry ... through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely… more
- Crossroads Staffing Services (Monterey, CA)
- …of our Sherman Oaks, Roseville, Monterey, or San Diego Branch location. The Registered Client Service Associate will work for several financial advisors. ... HSGED. 1+ years experience in the brokeragefinancial services industry as a Registered Client Service Associate . Series 7 and 63 or 66 license. Strong… more
- Morgan Stanley (Conshohocken, PA)
- …by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of ... Client Service Associates help shape the... Client Service Associates help shape the future of ...in developing a business plan and delivering against a client service model Support the team's marketing… more
- Sterling Seacrest Pritchard, Inc (North Little Rock, AR)
- …status or any other characteristic protected by law. Category Insurance Description The Client Service Associate (CSA) works alongside and supports the ... in the marketing and sales process for new and renewing business. As a Client Service Associate , you will build on the foundational responsibilities of a … more
- Axelon Services Corporation (Chicago, IL)
- Job Title: Client Service Associate Location: Chicago, IL Description: The Client Service Associate partners with associates across Global ... accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates… more
- Raymond James Financial, Inc. (Bend, OR)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and ... With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office...stressful situations and provide a high level of customer service in a calm and professional manner. Analyze problems… more
- Jackson Hewitt Tax Service, Inc. (Rock Hill, SC)
- …relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who ... looking for someone who thrives in a welcoming, customer service -oriented environment with excellent communication skills . If you...visit our offices, ensuring exceptional client experiences and providing essential support. In this role,… more
- NFP (Potomac, MD)
- …fiduciary business model, the firm believes in connecting all aspects of a client 's financial life to deliver thoughtful, collaborative strategies that focus on what ... is most important to each client . Wealthspire Advisors acts as a wealth manager, investment...teams, coordinating items such as preparation and submission of client paperwork. Prepare client letters/emails as needed.… more
- Stifel (Fairport, NY)
- …request, provide quotes and other account-related information to assist clients; non-registered Client Service Associates may not volunteer quote or other stock ... where success meets success . What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s))… more
- Truist (Greenville, NC)
- …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
- Morgan Stanley (Middleton, MA)
- POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth ... FAs / PWAs/ teams in delivering against their business plan and client service model Remaining current on all policies, procedures, and new platforms… more
